As part of our client accounting solutions, Wheeler Financial offers a complete range of tax planning and preparation services to help businesses ensure compliance with all the necessary tax filings. Along with that, we make sure you do not pay a penny more than the law requires, and look for ways to help reduce your current and future tax burden. Whether you’re looking for end-of-year tax planning or a partner to provide guidance throughout the year, Wheeler Financial has a solution for you.
Business Tax Planning from Wheeler Financial
Below is a detailed list of tax planning solutions we offer business clients. We invite you to learn more by reaching out and scheduling an appointment with Pete today.
- All areas of taxation regarding:
- Federal and state (all U.S. jurisdictions)
- Estate and gift
- Property (real and personal)
- Sales and use tax
- Tax loss and carryover usage
- Selection and change of accounting methods
- Employee / contractor analysis
- Tax risk management
- Tax deferred exchange (§1031 exchange)
- Sales or purchase of assets or business
- Deferred compensation or retirement plans
- Entity structure